Agentic CRM
An agentic CRM: AI agents that do CRM work, not just chat about it.
In an agentic CRM, agents take on recurring work: they watch for signals, keep records current and prepare the next step. Sigma CRM is built for that, with agents that use the same tools and permissions as your team.
What makes a CRM agentic
Agents need tools, limits and a record of what they did.
A CRM with an AI feature can summarize a record. An agentic CRM lets agents act: create a signal, update a deal, add a contact to a sequence. That only works if agents get the same capabilities as people, the same permissions and an audit trail.
Sigma CRM has one tool registry for the interface, the MCP server, the API and its agents. Whatever a person can do, an agent can be allowed to do, and nothing more.
Three kinds of agents
The agents in Sigma CRM.
Signal observer agents
Agents with tools that watch for buying signals. Use the predefined catalogue or define your own, each with its own instructions and model.
Sammy, the built-in agent
Ask questions and give instructions inside the CRM. Sammy acts with the rights of the member who asks.
External agents over MCP
Claude Code or any other MCP client works with the CRM through the MCP server and a workspace API key.
Want to see observers and Sammy on your use case?
Guardrails
Agents inside the rules you set.
Agent work is useful only when you can trust it. Sigma CRM keeps agents inside clear limits and shows what they did.
- Sammy sees exactly what the member who asks sees
- API keys reach shared lists and segments only
- Choose provider and model per observer, with your own key if you want
- Every write tagged as UI, MCP, agent or observer
- Run observers on the platform or on your own Claude Code
A look inside
Agents at work.
Signals from agents, ranked by scoring
Observer agents add signals to organizations and contacts. Scoring ranks them, so your team starts with the strongest accounts.
Sammy in the CRM
Ask for a briefing, a list or a next step without leaving the record.
Explore Sigma CRM
Features
Custom fields, a flexible data model, views, workflows and roles.
FeaturesAI & MCP
How AI works in Sigma CRM: agents, observers, Sammy and model choice.
AI & MCPMCP server
All use cases, setup in 3 steps and the tool list for Claude and other MCP clients.
MCP serverDeployment
Run it on your own servers or in our cloud.
DeploymentPricing
Cloud subscription or Enterprise perpetual license.
PricingGuides
MCP servers, Claude, AI sales agents, implementation, migration and cost.
GuidesFrequently asked questions
What is an agentic CRM?
An agentic CRM lets AI agents do CRM work themselves, such as capturing signals, updating records and preparing outreach, with defined tools, permissions and an audit trail.
What is the difference between a CRM with AI agents and a CRM with an AI feature?
An AI feature usually summarizes or drafts text. A CRM with AI agents lets agents act on the data. In Sigma CRM, agents use the same tools as the interface.
Can we build our own agents?
Yes. You can define your own signal observer agents with their own instructions, tools and model.
Which models do the agents use?
You choose the provider and model per observer and can bring your own key. Sammy and observers run on the platform, and observers can also run on your own Claude Code.
How do we keep control over what agents do?
Agents act within permissions, API keys are limited to one workspace and shared data, and every write is tagged by source.
See Sigma CRM agents on your use case.
We show you signal observers, Sammy and an MCP client working on one pipeline.